Any applications received from now to 31st August 2018 will qualify for 0% AMC for life.
Adapt IHT Portfolios
The Blackfinch Adapt IHT Portfolios employ a strategy offering a swift and straightforward solution to the challenge of Inheritance Tax (IHT). They enable clients to mitigate IHT and preserve wealth, also bringing return potential. An option to withdraw capital means investors can stay in control.
Competitive Fee Structure
Within the portfolios, our competitive fee structure creates enhanced upside potential. Blackfinch takes an annual management fee of 0.5% +VAT after we have achieved a minimum target return for your client of 4% or 6%, depending on the model they select.
Blackfinch will apply a 0% annual management fee throughout the life of the investment, for any client investing in the Adapt IHT Portfolios before Friday 31st August 2018.
Advisers with clients who would like to take advantage of this offer can work to ensure that cleared funds and applications are received by Friday 31st August 2018.
For more information please call 01684 571 255 or email [email protected].